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Cherry Tree Wealth Management’s Boeing BA Stock Holding History

Cherry Tree Wealth Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4K Sell
62
-8
-11% -$1.78K ﹤0.01% 411
2026
Q1 		$13.9K Hold
70
– – ﹤0.01% 378
2025
Q4 		$15.2K Hold
70
– – ﹤0.01% 376
2025
Q3 		$15.1K Sell
70
-57
-45% -$12.9K ﹤0.01% 365
2025
Q2 		$26.6K Sell
127
-9
-7% -$1.7K 0.01% 308
2025
Q1 		$23.2K Sell
136
-17
-11% -$2.94K 0.01% 327
2024
Q4 		$27.1K Hold
153
– – 0.01% 302
2024
Q3 		$23.3K Hold
153
– – 0.01% 322
2024
Q2 		$27.8K Hold
153
– – 0.01% 297
2024
Q1 		$29.5K Hold
153
– – 0.01% 292
2023
Q4 		$39.9K Sell
153
-50
-25% -$10.7K 0.01% 254
2023
Q3 		$38.9K Sell
203
-125
-38% -$27.3K 0.01% 246
2023
Q2 		$69.2K Buy
+328
New +$68.1K 0.02% 212

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's BA Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Boeing (BA) stake by 11% in Q2 2026, selling an estimated $1.78K and leaving 62 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Cherry Tree Wealth Management first reported a position in BA in Q2 2023 and has held it in 13 quarters since. The position peaked at $69.2K in Q2 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Cherry Tree Wealth Management held 62 shares of Boeing worth $13.4K as of Q2 2026.
  • Cherry Tree Wealth Management sold 8 Boeing shares in Q2 2026, an estimated $1.78K.
  • Boeing made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Cherry Tree Wealth Management first reported a position in Boeing in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's Boeing position peaked at $69.2K in Q2 2023.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.